Philip Platt is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Before joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors and Coldstream Capital Management. He serves on the board of directors of Vanguard Development LLC, a holding company involved in real estate development, management, and oil field services, where he advises on business strategy and corporate development. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers, offering a wide range of investment management and wealth services alongside an extensive network of affiliated service companies.

Nathan Enzian is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. Enzian serves as Vice-Chair of the JT Sheffield Industrial Park condo association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase for 25 years. She is a member of PRIMA LLC, a home remodeling business that is not yet active. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Jordan Hart is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at John Hancock and Edward Jones. Early in his career, he was affiliated with The Daily O'Collegian. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers services under fiduciary standards, using qualitative and quantitative tools to advise on investments and financial planning, and operates unique municipal advisory and custodial functions within the enterprise space.

Brittany Winkelman is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at RBC Capital Markets and has been with TIAA-CREF since 2010. Winkelman serves as Co-Chair of the Seattle Chapter of Women in Pensions Network (WIPN), organizing industry events and managing chapter communications. She also designs and sells printed materials on the Etsy marketplace. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, utilizing a fiduciary standard and various investment approaches including model and customized portfolios.

Trey Klinger is a financial advisor with D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining D.A. Davidson, he held roles at HoneyRock Center for Leadership Development, Gingco, and Boston College. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Socrates Leotsakos is a CFP® professional with one year of experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Longwave Financial, PFS Partners, and Summit Financial, LLC. He is based in Rhinebeck, NY. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs and back-office services. The firm provides portfolio construction discretion and model portfolios managed by its Investment Management and Research team.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 license with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth, and operates under fiduciary standards with an emphasis on both qualitative and quantitative analysis.

Philip Winkel is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at UBS Financial Services and Metlife Securities before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, applying fiduciary standards and a combination of qualitative and quantitative analysis in its investment recommendations.

Jared Espinoza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Before entering the financial sector, he held various positions in the service and education industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC for nine years and Ameriprise Financial Services, Inc. for three years. Outside of his advisory role, he serves as a soccer coach for the Kent School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Kathleen Tran is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group capabilities to deliver tailored wealth management solutions.

Anthony Waltier is a financial advisor at Corient in Bellevue, WA, holding a Series 65 designation with 16 years of industry experience. Prior to joining Corient in 2025, he worked at Bristlecone Advisors LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

David Lee is a financial advisor with Oppenheimer based in Bellevue, WA, holding Series 63, 65, and 66 licenses and having 18 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies among programs and advisors, employing strategic and tactical asset allocation across multiple strategies with a mix of commission-based and asset-based fee structures.

George Hook III is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. He is also the owner of an insurance agency offering long-term care, term life, health, Medicare supplement, and property and casualty insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, combining proprietary guidance with third-party platforms and managers.

James Richards is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at D.A. Davidson & Co. since 2001, totaling over two decades with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with more than $20 million in stated net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Sean Ladd is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes positions at Robert W. Baird & Co. Incorporated and RUSSELL Investments. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.